DWM
WEC icon

Dogwood Wealth Management’s WEC Energy WEC Stock Holding History

Dogwood Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.01K Buy
60
+8
+15% +$913 ﹤0.01% 453
2026
Q1 		$6.02K Buy
52
+1
+2% +$112 ﹤0.01% 430
2025
Q4 		$5.38K Sell
51
-11
-18% -$1.22K ﹤0.01% 407
2025
Q3 		$7.11K Buy
62
+47
+313% +$5.09K ﹤0.01% 333
2025
Q2 		$1.55K Buy
15
+3
+25% +$319 ﹤0.01% 591
2025
Q1 		$1.31K Buy
+12
New +$1.23K ﹤0.01% 418
2024
Q3 		– Hold
0
– – – 424
2024
Q2 		– Hold
0
– – – 547
2024
Q1 		– Hold
0
– – – 554
2023
Q4 		– Hold
0
– – – 432

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dogwood Wealth Management's WEC Position: Q2 2026 in Review

Dogwood Wealth Management increased its WEC Energy (WEC) stake by 15% in Q2 2026, buying an estimated $913 and bringing the position to 60 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Dogwood Wealth Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.11K in Q3 2025. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Dogwood Wealth Management held 60 shares of WEC Energy worth $7.01K as of Q2 2026.
  • Dogwood Wealth Management bought 8 WEC Energy shares in Q2 2026, an estimated $913.
  • WEC Energy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Dogwood Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's WEC Energy position peaked at $7.11K in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.